Pinnacle Wealth Planning Services, Inc.
Position in UPS — United Parcel Service Inc
CIK 1726752
MANSFIELD, OH
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$479,020
+$18,110 QoQ
Shares Held
4,456
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,320
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,717,832 across 11 Integrated Freight & Logistics names. UPS ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
4,456 | $479,020 | |
| 2 | FDX |
Fedex Corp
|
1,276 | $399,553 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,323 | $249,173 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
1,096 | $178,626 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
574 | $166,132 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
627 | $94,677 | |
| 7 | HUBG |
Hub Group, Inc.
|
1,811 | $79,303 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
2,683 | $47,006 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,020 | 4,456 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $460,910 | 4,685 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $453,397 | 4,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,182 | 2,624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $293,634 | 2,909 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $243,407 | 2,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $278,554 | 2,209 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $396,340 | 2,907 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $387,559 | 2,832 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $618,598 | 4,162 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $638,353 | 4,060 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $654,965 | 4,202 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $723,990 | 4,039 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $960,443 | 4,951 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $754,812 | 4,342 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $945,169 | 5,851 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,098,708 | 6,019 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,021,687 | 4,764 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,050,265 | 4,900 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $829,101 | 4,553 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $960,405 | 4,618 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $776,684 | 4,569 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $737,255 | 4,378 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $708,177 | 4,250 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $458,394 | 4,123 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $250,831 | 2,685 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||